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Jackson Gerard Batta

Morgan Stanley

New York, NY

CRD 7159347

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-24
NY RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • NJ RA
    APPROVED
    Since 2025-01-24
  • NY RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Nicolaus & Co. Inc. Shrewsberry NJ 07/2019 08/2019
Marist College Poughkeepsie NY 08/2018 05/2022
Seven 11 Manorville NY 05/2022 07/2022
Se7En C's Hospitality Services Mt. Laurel NJ 06/2020 08/2020
Christian Brothers Academy Lincroft NJ 09/2014 05/2018
Stifel, Nicolaus & Company, Incorporated New York NY 08/2022 01/2025
Morgan Stanley Smith Barney Llc New York NY 01/2025 Present
  • 07/2019 → 08/2019
    Stifel Nicolaus & Co. Inc.
    Shrewsberry, NJ
  • 08/2018 → 05/2022
    Marist College
    Poughkeepsie, NY
  • 05/2022 → 07/2022
    Seven 11
    Manorville, NY
  • 06/2020 → 08/2020
    Se7En C's Hospitality Services
    Mt. Laurel, NJ
  • 09/2014 → 05/2018
    Christian Brothers Academy
    Lincroft, NJ
  • 08/2022 → 01/2025
    Stifel, Nicolaus & Company, Incorporated
    New York, NY
  • 01/2025 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-26
  • S66 Uniform Combined State Law Examination
    2023-08-26

View on SEC IAPD

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